Construction project delivery workspace guide

What the Construction workspace covers

Manage construction projects, contracts, tasks, materials, teams, documents, budgets and delivery reporting.

The workspace brings together projects, sites and contracts, work breakdowns and milestones, tasks, crews and subcontractors, materials, procurement and inventory, budgets, variations and payments, site documents and approvals, progress, risks and reporting. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage projects, sites and contracts, work breakdowns and milestones, tasks, crews and subcontractors, materials, procurement and inventory, budgets, variations and payments, site documents and approvals, progress, risks and reporting. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Set up the project and work breakdown, assign crews and materials, record progress and variations, route approvals, and keep budget and delivery reporting connected to site activity.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.